Modern Software Solutions for Engagement Efficiency
Kipsi is a bespoke technology platform for professional services firms looking to streamline and automate their client engagements
Facilitate best in class R&D tax credit studies with Kipsi
Our R&D tax credit solution streamlines every aspect of conducting a R&D tax credit study
Collect information for tax studies from clients and track their progress in real time without hassle.
Save time on gathering supporting documentation and client follow up
Easily allocate expenses across various R&D projects
Manage all your ongoing engagements in one view and easily see which clients need immediate attention
Manage client requests & documentation in one place.
Our PBC (Provided By Client) tool provides a unified client experience while saving you valuable time
Clients can securely upload documents in Kipsi and easily see what remaining requests are left to complete.
Easily identify outstanding PBC items in Kipsi through robust status tracking.
Save time following up on PBC requests with Kipsi’s automated emailing system.
Streamline client questionnaires for efficient data collection
Kipsi Forms centrally manages and administers client facing surveys at scale while capturing the unique voice of every firm with our robust customization options
Deliver engagements on time with detailed deadline and status tracking
Clients can fill out questionnaires and communicate with your firm directly in Kipsi
Customization & White Labeling
Provide next level client experiences with a software tool that looks and feels like it was built only for your firm
Kipsi is a bespoke technology platform for professional services firms looking to streamline and automate their client engagements. We are former Big Four professionals and technology leaders passionate about creating software to make the lives of accountants, consultants and lawyers easier.
To make modern technology tools accessible to professional services firms, regardless of location or size.
Meet the Team
Claire is the CEO and co-founder of Kipsi. She spent the majority of her career in product management at various B2B SaaS companies and developed a love for accounting software while working at BlackLine. Prior to that, Claire worked as an accountant at Deloitte and holds a Bachelors in Accounting from Loyola Marymount.
Xiaolong is the CTO and co-founder of Kipsi. Previously, he was the founding engineer at Kolena, a machine learning software company. Prior to Kolena, Xiaolong spent the majority of his career at Netflix and Apple working on large scale distributed backend systems. Xiaolong holds a Masters in Computer Science from Columbia University.
Alexander is a founding engineer and the first employee at Kipsi. His entire career has been exclusively at early stage startups because he enjoys fast paced environments where he can have a large impact on the business. Alex graduated from Hack Reactor and holds a Bachelors in Biomedical Engineering from USC.
"Mathieu is a founding engineer at Kipsi. He brings extensive startup experience designing, developing, and maintaining user-focused software as a full-stack software engineer. In his free time, Mathieu enjoys solving rock climbing problems, building drones, and traveling the world. He holds a Bachelor's degree in Software Engineering and a Minor in Entrepreneurship from McGill University."
Kipsi is based in the Bay Area, but we are a remote-first company. Come join our growing team!
Get in Touch!
Interested in a demo, or just want to learn more? We look forward to hearing from you.